Assess Order Impact
assess_order_impactCompute a proposed order's portfolio impact—concentration, buying power, margin, and max loss—and return a preview without sending the order.
Instructions
Compute portfolio-level impact of a proposed order: concentration change, buying-power usage, margin impact, and max-loss estimate. Provide an OrderPreview from ibkr_preview_order for the best accuracy.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| order | Yes | ||
| preview | No | ||
| account_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| side | Yes | Order side: BUY or SELL. | |
| symbol | Yes | Instrument symbol. | |
| quantity | Yes | Order quantity. | |
| warnings | No | Risk warnings. | |
| estimatedPrice | No | Estimated execution price. | |
| newPositionQty | No | Projected position quantity after this order. | |
| maxLossEstimate | No | Conservative max loss estimate for this position. | |
| estimatedNotional | No | Estimated order notional value. | |
| buyingPowerUsedPct | No | Order notional as % of available buying power. | |
| concentrationAfter | No | Projected position as % of net liquidation after order. | |
| concentrationBefore | No | Current position as % of net liquidation. | |
| estimatedCommission | No | Estimated commission. | |
| existingPositionQty | No | Current position quantity before this order. | |
| marginUtilisationPct | No | Current maintenance margin as % of net liquidation. | |
| estimatedMarginChange | No | Estimated change in maintenance margin from preview. |